Using Merge Tags for Autogenerated Data in Portal Posts

Merge tags are placeholders that are replaced with real values at the time the content is displayed. You can use them to display dynamic partner data in portal post content. For example, you can use the First Name and Last Name tags to personalize your post for the user accessing it.

These fields are supported: First Name, Last Name, (Partner) Company Name, Email Address, MDF Fund Balance, Current Year, Today's Date, Partner ID (the Partner ID in Unifyr One), Partner External ID (typically a Salesforce ID), SSO Company ID, SSO User ID, User ID (the User ID in Unifyr One), User External ID, and supplier-specific Custom Fields (for Partner and Partner User data).

1. Navigate to Partner Portal > Posts.
2. Click on the post you’d like to edit, to open it.
3. In the required Content block, place the cursor in the place where you want the autogenerated content to appear. The editor menu displays.

4. Click Merge tags.

    

5. From the drop-down menu, click the merge tag to add.

   Note: Merge tags representing custom Partner fields are prefixed with Partner - in the list. Those for custom Partner User fields start with Partner User - (added to the content with the syntax {{portaluser.<field_name>}}, for example {{portaluser.Preferred_Communication_Language}})

   The tag is entered, displayed with braces - the actual value will be populated when the page is accessed.